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AI Tools · Lifetime deal

Formwise

Package expertise into reusable AI agents and workflows

  • Sold by AppSumo
  • External lifetime deal
  • On GrabLTD since
  • AI agents
  • workflow automation
  • knowledge bases
  • multi-agent teams
  • AI guardrails
  • client portals
  • self-service AI
  • revenue analytics
Formwise

Formwise at a glance

Platform
Web
Note
Lifetime access to Formwise is included.
Note
All future updates for the licensed plan are included.
Note
If the linked plan name changes, the license transfers automatically with all updates.
Upgrades
Upgrades are allowed while the deal is live; downgrades are allowed only within 60 days of purchase.

Which Formwise plan do you need?

Prices in USD, excluding tax.

Formwise one-time plans on AppSumo
License Tier 1License Tier 2License Tier 3License Tier 4
One-time price$49$159$309$529
Regular price (AppSumo)$588$1,188$2,748$3,948
You save$539$1,029$2,439$3,419
Includes1,000 One-time credits; 1 Organization seats; 3 Memories per customer; 3 Toolsets; 1 Knowledge bases; 3 Sources per knowledge base3,500 One-time credits; 3 Organization seats; 10 Memories per customer; 10 Toolsets; 3 Knowledge bases; 10 Sources per knowledge base; BYOK; Youtube to knowledge base; FormWize wizard assistant; Workspace personalization form; Conversational AI voice; Workspace analytics8,500 One-time credits; 15 Organization seats; Unlimited Memories per customer; Unlimited Toolsets; 10 Knowledge bases; 15 Sources per knowledge base; BYOK; Youtube to knowledge base; FormWize wizard assistant; Workspace personalization form; Conversational AI voice; Workspace analytics; Voice to Text dictation; Advanced workspace analytics; AI quality checker; Native GHL integration; Whitelabeling15,000 One-time credits; Unlimited Organization seats; Unlimited Memories per customer; Unlimited Toolsets; Unlimited Knowledge bases; Unlimited Sources per knowledge base; BYOK; Youtube to knowledge base; FormWize wizard assistant; Workspace personalization form; Conversational AI voice; Workspace analytics; Voice to Text dictation; Advanced workspace analytics; AI quality checker; Native GHL integration; Whitelabeling; Integration connector

Before you buy: AppSumo's terms and extra costs

  • Note. Lifetime access to Formwise is included.
  • Note. All future updates for the licensed plan are included.
  • Note. If the linked plan name changes, the license transfers automatically with all updates.
  • Redeem. Activate the license within 60 days.
  • Upgrades. Upgrades are allowed while the deal is live; downgrades are allowed only within 60 days of purchase.
  • AI usage cost. Access to future AI models may require an add-on.

What is Formwise?

Formwise turns knowledge, methods, voice, and files into AI agents and repeatable flows. Teams can supervise specialist agents, while businesses can deploy them to staff, clients, websites, and portals.

What Formwise says it does

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Why Formwise

Generic chatbots do not know a business's methods or customer context. Formwise adds proprietary knowledge, customer memories, guardrails, and defined workflows so teams can apply a consistent standard to open-ended and repeatable work.

How does Formwise work?

  1. Bring in expertise

    Create agents from your methods, voice, files, and proprietary knowledge.

  2. Define the work

    Use flows for repeatable steps and agents for open-ended work.

  3. Add context and controls

    Set resources, guardrails, goals, knowledge bases, and per-customer memories.

  4. Organize specialist teams

    Stack agents into multiple tiers under a supervisor that routes each request.

  5. Deploy and operate

    Assign agents, share them through portals, embed them, and sell access through storefronts.

Then it handles:

  • Builds agents from proprietary expertise
  • Runs repeatable workflows
  • Routes work across specialist agent teams
  • Grounds agents in knowledge and customer memories
  • Formats outputs for immediate sending
  • Deploys agents to staff, clients, and websites
  • Sells access by subscription, seat, or usage
  • Tracks earnings, usage, and workspace activity

Who is Formwise for?

Built for

  • Businesses and consultants turning methods into client-facing AI assets
  • Internal teams applying a consistent standard to repeatable and open-ended work
  • Organizations assigning AI agents to employees or external consultants
  • Businesses selling self-service AI through websites and portals

Not for

  • Users needing client-data connectors without a Tier 4 license
  • Users who need future AI model access without a possible add-on
  • Buyers who cannot activate a license within 60 days
  • Buyers who need to downgrade more than 60 days after purchase

What is included in Formwise?

Agent design

  • Knowledge-based agents Build agents from methods, voice, and files.
  • Repeatable flows Run tasks that follow the same steps each time.
  • Output styles Deliver flow results in ready-to-send formats.
  • Bring your own key Use your own API key for AI costs in Tier 2+.

Context and control

  • Guardrails and goals Set resources, guardrails, and goals for focused solutions.
  • Knowledge bases Ground agents in your own knowledge bases.
  • Customer memories Give agents memories for each customer.

Specialist teams and data

  • Multi-tier teams Route each request to the right specialist under one supervisor.
  • Client-data connectors Connect client data through 1,000+ connectors in Tier 4.

Deployment and access

  • Website embeds Embed agents directly on your website.
  • Shareable portals Share agents through portals with a single link.
  • Staff and consultant assignments Assign agents to employees or external consultants.
  • Branded portal Launch a branded portal on your own domain in Tier 3+.
  • Self-service storefronts Sell AI assets by subscription, seat, or usage.

Operations and impact

  • Earnings and usage tracking Track earnings and usage, then get paid directly.
  • Workspace analytics Monitor activity with workspace analytics in Tier 2+.
  • Carbon offsets Offset carbon for every run with credits retired in your name.

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Formwise questions

What does Formwise do?

Formwise turns expertise, methods, files, voice, and proprietary knowledge into guardrailed AI agents. Flows handle repeatable tasks, while agents handle open-ended work and can be stacked into multi-tier teams under a supervisor. Agents can use customer memories, knowledge bases, toolsets, resources, goals, and output Styles, then be embedded on websites or shared through portals.

Who is Formwise for?

It is for experts, organizations, internal teams, and consultants that want to package their methods as AI agents. Agents can be assigned to employees or external consultants, embedded on websites, shared through portals, or opened to free or paying users through self-service storefronts.

What are the tier limits and prices?

Credit allowances are one-time. Tier 1 is $49: 1,000 credits, one organization seat, 3 memories per customer, 3 toolsets, 1 knowledge base, and 3 sources per base. Tier 2 is $159: 3,500 credits, 3 organization seats, 10 memories per customer, 10 toolsets, 3 knowledge bases, and 10 sources per base. Tier 3 is $309: 8,500 credits, 15 organization seats, unlimited memories per customer and toolsets, 10 knowledge bases, and 15 sources per base. Tier 4 is $529: 15,000 credits and unlimited seats, memories, toolsets, knowledge bases, and sources.

Which features require higher tiers?

BYOK and workspace analytics are available from Tier 2. A branded portal on your own domain is available from Tier 3. Access to 1,000+ client-data connectors is available in Tier 4. Tiers 3 and 4 also include voice-to-text dictation, advanced workspace analytics, AI quality checking, native GHL integration, and whitelabeling.

What happens after purchase?

The purchase includes lifetime access to Formwise and future Pro (Tiers 1 and 2) and Agency (Tiers 3 and 4) plan updates. Activate the license within 60 days. If the linked plan name changes, it transfers automatically to the new plan with all updates. Upgrades are allowed while the deal is live; downgrades are allowed only within 60 days of purchase.

Are there any extra costs?

The listed credits are one-time. Future AI model access may be offered at a discounted rate or may require an add-on. Tier 2 and above support bring-your-own API key, with AI paid at wholesale rates. No other additional charges are specified in the listing.